Alexis brings a strong background in business operations and client relations, supported by a degree in Business Management. With extensive experience in customer service, she has a gift for building lasting relationships, understanding client needs, and delivering personalized experiences. Her expertise in process optimization and resource management allows her to streamline operations, enhance efficiency, and support strategic planning. Alexis is dedicated to excellence, and her ability to simplify complex processes ensures clients receive thoughtful, seamless guidance as they work toward achieving their financial goals.